North Capital Private Securities Corporation
Firm details
- Headquarters
- Midvale, Utah
- CRD number
- 154559
- Registered since
- January 24, 2011
- Website
- www.northcapital.com
Firm profile
FINTRXOverview
North Capital Private Securities Corporation is organized as a corporation and appears in FINTRX as an SEC-registered entity since 2011. The firm is listed with an owner type described as a domestic entity/individual and is classified in the dataset as “Unclassified.” FINTRX flags indicate the firm is not a capital allocator, does not identify as an active ESG investor, is not designated as a multi-state adviser, is not newly formed, does not act as a pension consultant, and is not listed as a related adviser. The database does not provide descriptive detail about the firm’s advisory activities, target client segments, or fee structure.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 10
Kelly Whetstone
Chief Compliance Officer and Associate General CounselCRD 5380134

Richard Sandulli
Co-ceoCRD 1555067

Donald Callahan
CFOCRD 1391439
Contacts
3 of 54Andrew Lipke
Director of InvestmentsCRD 5162728

Scott Sams
Institutional Business DevelopmentCRD 4465912

Jacob Maggy
Associate, Investor RelationsCRD 7188416
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Midvale, UT
Salt Lake
Location
Midvale, UT
Headquartered in Midvale, UT, anchoring the Salt Lake City-Provo-Orem, UT metro in the West.
- Metro area
- Salt Lake City-Provo-Orem, UT
- Region
- West
- County
- Salt Lake
- Address
- 623 E Fort Union Blvd
- Time zone
- MT (UTC-7)
- Office locations
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